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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,012 | $104,098-37.5% | $140,514-53.7% | $94,015-30.8% |
| Participation rate | 43.2% | 73.7%-30.5pp | 77.8%-34.6pp | 70.8%-27.6pp |
| Annual return | 10.60% | 15.14%-4.5pp | 14.36%-3.8pp | 17.84%-7.2pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,976 | $4,033-51.0% | $4,919-59.8% | $4,249-53.5% |
| Admin fee / account holder | $25,304 | $10,439+142.4% | $13,697+84.7% | $8,951+182.7% |